AI Transformation & Analytics Manager

Evalueserve; New York (NY); On-site; USD 130,000 - 190,000; Full time

Job summary

Evalueserve is seeking a Corporate Investment Banking operations leader in New York City, on-site, to oversee team utilization and implement AI-powered workflows for delivering business-ready products such as profiles, sector overviews, and newsletters.

You will collaborate with Research teams to scale work products, drive analytics initiatives, and expand existing books of work including financial modeling, dashboards, and presentations, while measuring impact and efficiency gains.

Qualifications

• Post Graduation/ MBA in Finance domain.
• 5-10 years of relevant experience in Investment Banking domain.
• Experience of VBA, UIPATH, Power Automate, Python or other automation tools.
• Experience of using AI-based platforms to drive efficiencies in workflows at scale.
• Hands-on experience of using Microsoft Power Apps, Power Automate, Copilot Studio, GPT, SharePoint Online, AI Builder, and enterprise integrations such as SAP, SQL, and REST APIs to transform information workflows.

Responsibilities

• Provide operational oversight of team utilization, ensuring efficient distribution of work.
• Implement strategic evolution roadmap for supporting Analyst workflows by incorporating AI platforms and building agents/tools to transform delivery of business-ready products.
• Partner with Research teams and internal stakeholders to ideate and develop scalable new work products using AI-based platforms and automation tools.
• Support Leadership to determine Analytics initiatives and business development opportunities.
• Expand and enhance current books of work, including Pitchbook/Presentations Integration, Financial Modeling/Valuation, Dashboards, etc.

Skills

Financial modeling

Advanced Excel

Communication

Project management

Client focus

Organizational skills

Education

MBA in Finance

Tools

UIPATH

Power Automate

Python

Copilot Studio

GPT

SharePoint Online

AI Builder

SAP

SQL

REST APIs

Power Apps

Job description

Evalueserve is seeking a Corporate Investment Banking operations leader in New York City, on-site, to oversee team utilization and implement AI-powered workflows for delivering business-ready products such as profiles, sector overviews, and newsletters.

You will collaborate with Research teams to scale work products, drive analytics initiatives, and expand existing books of work including financial modeling, dashboards, and presentations, while measuring impact and efficiency gains.